Quarterly statements are automatically loaded to your clients’ portals. We also send your clients an email once their quarterly statements are ready.
You can access your clients’ quarterly statements via the impersonation feature on the advisor dashboard. On the “Summary” page, select the “Log in” button next to the client that you want to view statements for. Once logged in as the client, select the “Activity” tab. A full archive of your client’s quarterly statements is available on the “Statements” sub-tab.
